Reply to this post Motorola is the only one with a chance of succeeding with modularity. Lenovo’s Motorola is increasing its commitment to its modular mobile phones with the promise of more mods and remains the only one with a chance of making this strategy work. Modular mobile devices are nothing new and the mobile...
Reply to this post Amazon is stepping up its efforts in the coming battle of the brains. Amazon is following its competitors by announcing a series of services based on its AI research but the performance of Echo makes me think that there is still an awful lot of work to do. The headline of...
Reply to this post Another horrible hack that Google is powerless to address. The worst part of this latest breach is that the hackers are targeting vulnerabilities in Android that have been well known for some time which no-one appears capable of fixing. This only serves to reinforce my view that Google’s only way out...
Reply to this post Amazon Echo opens a market for Google Home to dominate. The Amazon Echo has sold reasonably well but I think that the device is not clever enough nor integrated enough to make it a must have product. This leaves the goal wide open for Google Home to dominate as 60% of...
Reply to this post I suspect Ola will need state intervention to survive. Ola looks to have become desperate as it appears to be pursuing a new round of funding at a valuation 40% below where it raised money just one year ago. This is just yet another sign of the malaise that has hit...
Reply to this post Back to front strategy of Surface Phone looks sure to fail. Mobile phones are a bit of a blank spot for Microsoft but 2017 is likely to see it give it another go despite the fact that Office 365’s success in iOS and Android have made this feat almost impossible. It...
Reply to this post I think Apple earns between 64%-68% of industry profits, not 91%. I believe the notion that Apple makes almost all the profits in the mobile phone industry is not accurate because Apple’s handset margins are underpinned by both hardware and its ecosystem. Strategy Analytics has analysed the profits of the global...
Reply to this post Very risky proposition leaves too little on the table. Meitu has 446m active users but its revenue comes almost exclusively from selling smartphones which is unlikely to convince investors to pay $6bn at IPO. Meitu was founded in 2008 but really came to attention with the creation of a series of...
Reply to this post Inability to automate bites Facebook again. Facebook’s problems with fake news once again demonstrates the real problems that this company has with anything complex that is not carried out by a human. During the recent presidential election, it became clear that a large number of users rely on Facebook, Twitter etc....
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
VR / AR – legions of limitations
Reply to this post VR hits a bump but AR in the enterprise fares better. It looks very much as if 2016 for augmented reality (AR) and virtual reality (VR) has panned out much as I feared it would (see here) in contrast to the optimism and hype at CES 2016. The supply chain has...